Purchases and Sales Made in Q1 2022 in Ishares Tr Exponential Technol (XT)
This table provides information about the institutional ownership of Ishares Tr Exponential Technol (XT) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR EXPONENTIAL TECHNOL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-96.6K- 18.77% |
$5.15M - $6.41M
|
418K
$24.8M
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-107K- 89.86% |
$5.68M - $7.08M
|
12K
$712K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-108K- 9.81% |
$5.78M - $7.2M
|
997K
$59.1M
|
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-214K- 98.2% |
$11.4M - $14.2M
|
3.91K
$232K
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
SELL
|
- |
-235K- 42.94% |
$12.5M - $15.6M
|
313K
$18.5M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-242K- 83.91% |
$12.9M - $16.1M
|
46.4K
$2.75M
|
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-276KClosed |
$14.7M - $18.3M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-288K- 43.68% |
$15.4M - $19.1M
|
372K
$22M
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-594KClosed |
$31.7M - $39.5M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Retirement Planning Group
|
SELL
|
- |
-1.38M- 80.4% |
$73.8M - $91.9M
|
337K
$20M
|